Use case

Automated follow-up, start to finish

An inquiry lands, the intro email goes out. No reply after two days, the SMS follows. Stage changes start the next move — you write the tone once.

Lead pipelineSample data
New inquiry3
AH
Amelia Hart
Website form
New inquiryLeadership
TO
Tomas Oliveira
Referral
New inquiryExecutive
EW
Emma Walsh
Advertising
New inquiryGroup
Consultation booked2
SM
Sofia Marchetti
Booked this week
Consultation bookedExecutive
LB
Liam Bennett
Booked this week
Consultation bookedBusiness
Follow-up due2
PR
Priya Raman
3 days quiet
Follow-up dueCareer
NC
Noah Clarke
4 days quiet
Follow-up dueBusiness
Active client2
HK
Hannah Kim
Session 4 of 8
Active clientOnboarding complete
JR
James Reid
Renews in 30 days
Active clientRenewal opportunity
18 new inquiries7 consultations booked5 onboarding complete
Sample data — an illustrative interface, not a live customer account.
How it works

The sequence nobody has to remember.

One example — the shape stays the same, the details are yours to set.

  1. 1

    An event fires

    A new inquiry, a form fill or a stage change starts the sequence — no reminders to yourself.

  2. 2

    The email goes out

    Your intro email, in your voice, sent the way you would send it.

  3. 3

    Silence gets the next channel

    No reply after two days, the SMS follows; a ringless voicemail drop when typing the follow-up is not worth it.

  4. 4

    You can see the rules

    Every sequence shows its trigger and conditions — edit it the moment your process changes.

What you get

Built for how you actually work.

Triggers you can read

Each sequence shows what started it — nothing runs in the dark.

Your voice, once

Write the tone once; the sequence keeps using it until you change it.

Unsubscribe handled

Every email carries an unsubscribe link — you never have to remember it.

Pick the channel

Email, SMS and ringless voicemail — per sequence, not per tool.

Where it fits

Go deeper in the product.

Related pages — how each one works, in detail.

Next step

See follow-up run on a real workflow.

A short demo, your workflow in mind — the assessment, pipeline, follow-up and portal, in that order.